Berger Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Berger Financial Group’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93M	Sell	110,804 -9,958	-8%	-$426K	0.25%	85
2026 Q1	$4.64M	Buy	120,762 +270	+0.2%	+$10.9K	0.26%	88
2025 Q4	$4.85M	Buy	120,492 +5,767	+5%	+$230K	0.28%	79
2025 Q3	$4.54M	Sell	114,725 -320	-0.3%	-$12.3K	0.27%	89
2025 Q2	$4.25M	Sell	115,045 -8,639	-7%	-$294K	0.27%	92
2025 Q1	$4.13M	Buy	123,684 +15,306	+14%	+$538K	0.29%	90
2024 Q4	$3.79M	Buy	+108,378	New	+$3.8M	0.26%	91

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berger Financial Group's CGUS Position: Q2 2026 in Review

Berger Financial Group reduced its Capital Group Core Equity ETF (CGUS) stake by 8.2% in Q2 2026, selling an estimated $426K and leaving 110,804 shares worth $4.93M. The position accounts for 0.25% of the portfolio, ranked #85.

Berger Financial Group first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Berger Financial Group held 110,804 shares of Capital Group Core Equity ETF worth $4.93M as of Q2 2026.
Berger Financial Group sold 9,958 Capital Group Core Equity ETF shares in Q2 2026, an estimated $426K.
Capital Group Core Equity ETF made up 0.25% of Berger Financial Group's portfolio in Q2 2026, its #85 holding.
Berger Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.